Agenda
Thursday, 12 October 2017
09:30am - 10:00am
Registration & Tea/Coffee
10:00am - 10:05am
LEAP Introduction
Steve Garavan, Business Development Manager, Independent Trustee Company
Read More10:05am - 10:30am
What is a Platform & What Can You Access
David Worrell, Senior Relationship Manager, Conexim – David will give an overview of how our platform works & operates, what investment solutions are available, and how our 'advisor led' offering is vastly different from the “one sized fits ...
Read More10:30am - 11:10am
Introduction to Dimensional Fund Advisors
Patrick Fogarty, Regional Director, Dimensional Fund Advisors Ltd. – Patrick's presentation will be a detailed look at the investment philosophy and approach used by Dimensional. The focus will be on how Dimensional utilises research to build and ...
Read More11:10am - 11:50am
Budget Update & Current Pension Market Opportunities
Aidan McLoughlin, CEO Independent Trustee Company – Aidan will provide an update on “Budget 2018” with a key focus on the implications for your business and your clients. Aidan will also discuss current opportunities for advisors to win new ...
Read More11:50pm - 12:00pm
Q & A – Close